How Contact Roles Are Used

Once Contact Roles has been added to an Account, any name on the Account can have a contact role assigned. For example, when any names are assigned as the contact role Billing Contact, the associated email addresses populate the CC field in the Accounting Seed billing email created when a user clicks on Create PDF from the Billing screen.

Add Contact Roles to an Account

Users should follow the steps below to set up CC email addresses for each Account:

Set up a new Contact Role on an Account by navigating to Setup > Build > Customize > Accounts > Contact Roles.

Click New. Add the desired name(s) to the Name field and click Save:

For customer-facing statements, Billing Contact is recommended (however it can be any desired descriptive term).

For Purchase Orders, Vendor Contact is recommended (however it can be any desired descriptive term).

The API Name field MUST appear exactly as shown below:

Billing Contact (with one space between Billing and Contact, no underline, and a capital B and C).

Vendor Contact (with one space between Vendor and Contact, no underline, and a capital V and C).